Agency Onboarding
Knowatoa makes client onboarding fast and simple. Bulk account creation, configuration templates, and white-label options help agencies manage AI search optimization at scale.
Why This Matters for AI Search Marketing
Agencies that offer AI search visibility gain a competitive edge. Efficient onboarding lets you scale this service profitably.
New Revenue Stream
Offer AI search monitoring as a premium service. Clients value emerging channel visibility.
Agency Differentiation
Stand out from competitors still focused only on traditional SEO and PPC.
Scalable Operations
Onboard 10 clients as easily as one. Templates and automation reduce manual work.
Serve Every Client Role
From SEO managers to executives, each stakeholder gets tailored insights.
Scale Your Agency Operations
Agency Onboarding streamlines every step of client setup so you can focus on delivering results.
Bulk Client Creation
Create multiple client accounts simultaneously with CSV import or API integration. No more one-by-one setup.
White-Label Branding
Customize reports and dashboards with your agency logo and colors. Clients see your brand, not ours.
Configuration Templates
Create reusable templates for common client types. E-commerce, SaaS, local business—each with optimized defaults.
Centralized Dashboard
Manage all client accounts from one view. Switch between clients instantly without logging out.
Automated Setup Workflows
Trigger automatic question generation, competitor detection, and initial monitoring setup for new clients.
Training Resources
Provide clients with documentation and tutorials. Help them understand their AI search performance without support calls.
How Agency Onboarding Works
From prospect to fully-configured client in four simple steps.
Create or Import Clients
Add clients individually or bulk import via CSV. Include website URLs, brand names, and initial keywords.
Apply Configuration Templates
Select a template that matches the client type. Default questions, competitors, and monitoring settings apply automatically.
Customize Branding
Upload your agency logo and set brand colors. All client-facing reports will show your branding.
Invite Team & Clients
Send invitations to your team and clients. Role-based permissions control who sees what.
New Client Setup
Complete Agency Solution
Agency Onboarding works seamlessly with other Knowatoa features.
Team Collaboration
Invite team members with role-based permissions across all client accounts.
Prospect Accounts
Show prospects real AI search data before they sign. Convert more leads.
Automated CSV Export
Schedule automatic reports for each client. Delivered to their inbox on your schedule.
API Access
Programmatically manage client accounts and integrate with your agency tools.
NinjaCat Integration
Combine AI search data with all marketing channels in unified client reports.
Looker Studio
Build custom dashboards combining AI search with Google Analytics and Search Console.
Related Guides
In-depth information and how-to guides on getting the most out of Knowatoa and your search marketing.
What Marketers Are Saying
Hear from marketing leaders who use Knowatoa to track their AI search visibility.
"Knowatoa is something totally new. It raises powerful questions about how tools like Gemini are surfacing your competitors, and it delivers some very cool services to help you respond."
Head of Content, Exposure Ninja
"Knowatoa helps businesses navigate the evolving landscape of AI, content strategy, and search visibility, and how to stay competitive in this new era of rapid AI-driven changes in marketing."
Founder, Core Group
Why Knowatoa
Scaling an AI search practice means onboarding clients fast without sacrificing quality. Knowatoa gives every client real data and recommendations from day one.
Client-Ready Recommendations
Every client account includes actionable recommendations you can present in strategy meetings.
Real Data From Day One
Clients see actual AI responses immediately—not simulations. Real proof of your agency's value.
All 7 Platforms Per Client
Every client gets comprehensive coverage across ChatGPT, Claude, Perplexity, and more.
Historical Baselines
Data collection starts at onboarding, building historical baselines to demonstrate your impact.
Scale Your Agency with Streamlined Onboarding
Stop spending hours on client setup. Onboard new clients in minutes and focus on delivering results.